Square9 Document Management Software

What is Document Management?

Square 9 Softworks is a leading provider of intelligent document management and process automation solutions. Our platform helps organizations of all sizes digitize paper-heavy processes, streamline document workflows, and achieve greater operational efficiency.

Smarter Document Management Starts Here

Ditch the filing cabinets and say goodbye to lost documents. Square 9’s GlobalSearch® platform enables businesses to securely capture, store, and retrieve documents from anywhere, at any time. With powerful indexing and search tools, finding the information you need is instant and effortless.

Automate Workflows and Drive Efficiency

Eliminate manual bottlenecks with GlobalAction®, Square 9’s powerful workflow automation engine. Route documents automatically, assign tasks to the right people, and track every step in real time. From invoice approvals to HR onboarding, we help you get more done with less effort.

Go Paperless with Intelligent Capture

Square 9’s GlobalCapture® uses advanced OCR and machine learning to extract data from paper or digital documents. Automatically classify, route, and process incoming information without manual data entry.

Why Choose Square 9?

  • ✅ Cloud-Ready or On-Premise Deployment Options

  • 🔒 Secure and Compliant with Industry Standards (HIPAA, SOC 2, etc.)

  • 🔄 Seamless Integration with QuickBooks, Microsoft 365, Salesforce, and more

  • 📊 Real-Time Analytics and Reporting

  • 🌍 Trusted by Thousands of Organizations Worldwide

Industries We Serve

  • Healthcare

  • Education

  • Government

  • Manufacturing

  • Financial Services

  • Legal

Get Started Today

Start your digital transformation with Square 9. Request a free demo or talk to our experts about how we can help you reduce costs, improve compliance, and work smarter—not harder.

🔗 Schedule Your Demo | 📞 Call Us: 1-800-676-4365